Bristol Myers Squibb Co
BMY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000014272
In the last 90 days, Bristol Myers Squibb Co insiders filed 0 open-market purchases and 2 sales; 2,529 institutions reported holding it in 13F filings for Q2 2026, worth $96.7B in total; no superinvestor holds it.
Other share classesCELG.RI
13F holders, Q1 2023
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,548
- −6 vs. Q4 2022
- Shares held
- 1.60B
- +7.06M (+0.4%) vs. Q4 2022
- Total value
- $110.9B
- −$3.98B (−3.5%) vs. Q4 2022
- New holders
- 128
- 1,052 more added
- Sold out
- 134
- 1,015 more reduced
51 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $119.2B |
| Q4 2021 | 2,451 | $99.9B |
| Q3 2021 | 2,299 | $96.6B |
| Q2 2021 | 2,379 | $109.0B |
| Q1 2021 | 2,374 | $102.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Trust Co | 10,621 | $736.1K | 0.57% | +2,090+24.5% | Added |
| American Trust Investment Advisors, LLC | 10,641 | $737.5K | 0.44% | −19−0.2% | Reduced |
| Marcum Wealth, LLC | 10,651 | $738.2K | 0.09% | +50.0% | Added |
| Summit Financial, LLC | 10,651 | $738.2K | 0.06% | +23+0.2% | Added |
| Aspire Private Capital, LLC | 10,666 | $739.3K | 0.25% | +956+9.8% | Added |
| Mark Stevens | 10,687 | $740.7K | 0.10% | −1,403−11.6% | Reduced |
| Summit Trail Advisors, LLC | 10,716 | $742.7K | 0.03% | +5,136+92.0% | Added |
| WealthShield Partners, LLC | 10,732 | $743.8K | 0.12% | −194−1.8% | Reduced |
| Verity Asset Management, Inc. | 10,734 | $744.0K | 0.44% | +5,417+101.9% | Added |
| Empower Advisory Group, LLC | 10,705 | $746.0K | 0.00% | +10,705 | New |
| Richard W. Paul & Associates, LLC | 10,782 | $747.2K | 0.34% | +5,598+108.0% | Added |
| Stephenson National Bank & Trust | 10,807 | $749.0K | 0.46% | +40.0% | Added |
| Abacus Planning Group, Inc. | 10,828 | $750.5K | 0.19% | −120−1.1% | Reduced |
| Westmount Partners, LLC | 10,830 | $750.6K | 0.35% | +8+0.1% | Added |
| West Chester Capital Advisors, Inc | 10,840 | $751.3K | 1.73% | −75−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,845 | $751.7K | 0.13% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 9,692 | $752.0K | 0.32% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 10,858 | $752.6K | 0.09% | −115−1.0% | Reduced |
| XR Securities LLC | 10,973 | $760.5K | 1.08% | −260−2.3% | Reduced |
| Traynor Capital Management, Inc. | 10,973 | $760.6K | 0.11% | −173−1.6% | Reduced |
| Altrafin AG | 11,000 | $762.4K | 0.37% | −200−1.8% | Reduced |
| First Nebraska Trust Co | 11,017 | $763.6K | 0.10% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 11,049 | $765.8K | 0.74% | +841+8.2% | Added |
| Stone Point Wealth LLC | 11,065 | $766.9K | 0.34% | −120−1.1% | Reduced |
| Crewe Advisors LLC | 11,067 | $767.1K | 0.11% | −309−2.7% | Reduced |
| Bristol John W & Co Inc | 11,070 | $767.3K | 0.02% | 00.0% | Unchanged |
| Miramar Capital, LLC | 11,073 | $767.5K | 0.20% | 00.0% | Unchanged |
| First Financial Corp | 11,084 | $768.2K | 0.48% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 11,100 | $769.3K | 0.06% | −136−1.2% | Reduced |
| Tilt Investment Management Holdings, PBC | 11,338 | $771.8K | 0.57% | +1,441+14.6% | Added |
| 626 Financial, LLC | 11,172 | $774.3K | 0.51% | −87−0.8% | Reduced |
| DRW Securities, LLC | 11,182 | $775.0K | 0.11% | +11,182 | New |
| Papp L Roy & Associates | 11,184 | $775.2K | 0.10% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 11,194 | $775.9K | 0.57% | +11,194 | New |
| First National Bank Sioux Falls | 11,195 | $775.9K | 0.54% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 11,201 | $776.3K | 0.08% | +623+5.9% | Added |
| BBR Partners, LLC | 11,212 | $777.1K | 0.09% | −689−5.8% | Reduced |
| Chicago Partners Investment Group LLC | 11,031 | $778.1K | 0.05% | −49−0.4% | Reduced |
| Farmers National Bank | 11,228 | $778.2K | 0.28% | −205−1.8% | Reduced |
| Tudor Investment Corp Et Al | 11,236 | $779.0K | 0.01% | −266,633−96.0% | Reduced |
| Diligent Investors, LLC | 11,247 | $779.5K | 0.24% | +349+3.2% | Added |
| Pictet & Cie (Europe) SA | 11,250 | $779.7K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 11,321 | $784.7K | 0.09% | +30.0% | Added |
| Capital Analysts, LLC | 11,341 | $786.0K | 0.04% | −342−2.9% | Reduced |
| Madden Securities Corp | 11,345 | $786.3K | 0.42% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 11,346 | $786.4K | 0.31% | +794+7.5% | Added |
| Colonial Trust Co | 11,388 | $789.3K | 0.20% | −404−3.4% | Reduced |
| River Street Advisors LLC | 11,425 | $791.9K | 0.78% | +276+2.5% | Added |
| Bremer Bank National Association | 11,452 | $793.7K | 0.15% | −1,534−11.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,494 | $796.6K | 0.09% | −680−5.6% | Reduced |
| GYL Financial Synergies, LLC | 11,498 | $796.9K | 0.10% | +2,708+30.8% | Added |
| Cornerstone Investment Partners, LLC | 11,502 | $797.2K | 0.05% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 11,522 | $798.6K | 0.20% | −388−3.3% | Reduced |
| Occidental Asset Management, LLC | 11,571 | $802.0K | 0.20% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,579 | $802.6K | 0.02% | −605−5.0% | Reduced |
| Keudell/Morrison Wealth Management | 11,595 | $803.7K | 0.24% | −532−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 11,598 | $803.9K | 0.32% | −48−0.4% | Reduced |
| Acropolis Investment Management, LLC | 11,610 | $804.7K | 0.07% | −8−0.1% | Reduced |
| Massmutual Trust Co FSB | 11,611 | $804.8K | 0.03% | −377−3.1% | Reduced |
| Ifrah Financial Services, Inc. | 11,612 | $804.8K | 0.26% | −734−5.9% | Reduced |
| WoodTrust Financial Corp | 11,617 | $805.2K | 0.16% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 11,679 | $809.5K | 0.58% | −400−3.3% | Reduced |
| Broderick Brian C | 11,700 | $810.9K | 0.23% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 12,506 | $811.0K | 0.07% | −835−6.3% | Reduced |
| Jones Financial Companies LLLP | 11,706 | $811.3K | 0.00% | −506−4.1% | Reduced |
| Lyell Wealth Management, LP | 11,734 | $813.3K | 0.11% | −752−6.0% | Reduced |
| Field & Main Bank | 11,752 | $814.5K | 0.49% | −140−1.2% | Reduced |
| 3Chopt Investment Partners, LLC | 11,833 | $820.1K | 0.44% | +6,545+123.8% | Added |
| Hedges Asset Management LLC | 11,850 | $821.3K | 0.70% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,903 | $825.0K | 0.05% | +374+3.2% | Added |
| Raleigh Capital Management Inc. | 11,922 | $826.4K | 0.41% | +1,541+14.8% | Added |
| ETF Managers Group, LLC | 11,980 | $830.3K | 0.03% | +2,144+21.8% | Added |
| Perpetual Ltd | 11,988 | $830.9K | 0.01% | +11,988 | New |
| Exencial Wealth Advisors, LLC | 11,994 | $831.3K | 0.04% | +234+2.0% | Added |
| Redwood Wealth Management Group, LLC | 11,997 | $831.5K | 0.94% | +18+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 11,997 | $831.5K | 0.30% | +29+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 11,998 | $831.6K | 0.51% | −54−0.4% | Reduced |
| BNC Wealth Management, LLC | 12,045 | $834.8K | 0.47% | +707+6.2% | Added |
| WBH Advisory Inc | 12,053 | $835.4K | 0.10% | +12,053 | New |
| Parkside Financial Bank & Trust | 12,072 | $836.7K | 0.23% | +572+5.0% | Added |
| Valley Brook Capital Group | 12,075 | $836.9K | 0.77% | +45+0.4% | Added |
| Crawford Investment Counsel Inc | 12,090 | $838.0K | 0.02% | −406−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 12,092 | $838.1K | 0.18% | +284+2.4% | Added |
| Tompkins Financial Corp | 12,098 | $838.5K | 0.14% | −2,977−19.7% | Reduced |
| Princeton Capital Management LLC | 12,106 | $839.1K | 0.36% | −28,560−70.2% | Reduced |
| First National Bank of South Miami | 12,109 | $839.3K | 0.67% | +64+0.5% | Added |
| Lion Street Advisors, LLC | 12,110 | $839.4K | 0.26% | −575−4.5% | Reduced |
| Virtus ETF Advisers LLC | 12,113 | $839.6K | 0.46% | +1,412+13.2% | Added |
| Armor Investment Advisors, LLC | 12,137 | $841.2K | 0.48% | −113−0.9% | Reduced |
| L.M. Kohn & Company | 12,138 | $841.2K | 0.35% | +39+0.3% | Added |
| Virtue Capital Management, LLC | 12,385 | $842.4K | 0.14% | −10,982−47.0% | Reduced |
| Breakwater Capital Group | 12,211 | $846.3K | 0.36% | +913+8.1% | Added |
| Congress Wealth Management LLC | 12,281 | $851.2K | 0.02% | +1,683+15.9% | Added |
| Cardinal Capital Management, Inc. | 12,300 | $852.5K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 12,315 | $853.6K | 0.16% | +17+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 12,335 | $855.0K | 0.89% | +12,335 | New |
| Legacy Private Trust Co. | 12,354 | $856.3K | 0.07% | +15+0.1% | Added |
| Kercheville Advisors, LLC | 12,366 | $857.1K | 0.59% | −1,880−13.2% | Reduced |
| Steel Peak Wealth Management LLC | 12,375 | $857.7K | 0.06% | +2,748+28.5% | Added |
| Prudent Man Advisors, LLC | 12,380 | $858.0K | 0.34% | −283−2.2% | Reduced |